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Name Holding Trade Value Shares
Change
Change in
Stake
FA
501
FDx Advisors
Illinois
$231K -$30.2K -593 -11%
IIC
502
Integrated Investment Consultants
Michigan
$229K -$4.93K -97 -2%
TI
503
Tidal Investments
Wisconsin
$229K -$461K -9,057 -66%
S
504
Sunpointe
Missouri
$229K +$4.32K +85 +2%
CFG
505
Certior Financial Group
Pennsylvania
$228K +$240K +4,729 New
LRIA
506
Leonard Rickey Investment Advisors
Washington
$227K -$9.05K -178 -4%
AWA
507
Arkadios Wealth Advisors
Georgia
$227K +$38.2K +751 +19%
CGL
508
Clarius Group LLC
Washington
$227K +$25.4K +500 +12%
SWM
509
Seed Wealth Management
Illinois
$226K
BAM
510
Belpointe Asset Management
Nevada
$226K -$12.1K -238 -6%
TCOV
511
Trust Company of Vermont
Vermont
$225K
AWA
512
Arete Wealth Advisors
Illinois
$225K
KCM
513
Kendall Capital Management
Maryland
$225K -$19.1K -375 -7%
PAM
514
Paradigm Asset Management
New York
$223K -$10.2K -200 -4%
PWAM
515
Pinnacle West Asset Management
Wyoming
$222K +$25.4K +500 +12%
C
516
Certuity
Florida
$221K +$39.5K +776 +20%
HIC
517
Holderness Investments Company
North Carolina
$218K -$3.76K -74 -2%
CFG
518
CKW Financial Group
Hawaii
$215K
DC
519
Diametric Capital
Massachusetts
$214K +$226K +4,444 New
AWM
520
Axxcess Wealth Management
California
$214K -$189K -3,713 -46%
CAAS
521
Capital Asset Advisory Services
Michigan
$214K -$4.17K -82 -2%
IFG
522
Independent Financial Group
California
$211K +$26.6K +523 +14%
PP
523
Patten & Patten
Tennessee
$210K +$5.7K +112 +3%
AWM
524
Avior Wealth Management
Nebraska
$209K +$3.51K +69 +2%
OC
525
Oarsman Capital
Wisconsin
$207K -$11.9K -235 -5%